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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,296 | $183,539-94.9% | $155,556-94.0% | $145,897-93.6% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 11.00% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,896 | $5,315-64.3% | $4,675-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $4,163 | $6,467-35.6% | $5,631-26.1% | $6,689-37.8% |
| Admin fee / account holder | $2,343 | $19,275-87.8% | $15,885-85.3% | $13,390-82.5% |